United Airlines (NASDAQ:UAL) Price Target Lowered to $134.00 at UBS Group

United Airlines (NASDAQ:UAL) had its price target decreased by UBS Group from $147.00 to $134.00 in a research note released on Monday,Benzinga reports. UBS Group currently has a buy rating on the transportation company’s stock.

A number of other analysts also recently commented on UAL. Wall Street Zen downgraded United Airlines from a “buy” rating to a “hold” rating in a research report on Saturday. TD Cowen cut United Airlines from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, March 10th. Argus reduced their price objective on United Airlines from $140.00 to $135.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Rothschild & Co Redburn decreased their target price on United Airlines from $125.00 to $110.00 and set a “buy” rating for the company in a research report on Thursday, March 5th. Finally, Citigroup reiterated a “buy” rating on shares of United Airlines in a research note on Tuesday, February 3rd. Fifteen investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $132.31.

United Airlines Trading Up 4.2%

Shares of UAL stock opened at $90.28 on Monday. United Airlines has a 52-week low of $52.00 and a 52-week high of $119.21. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.59 and a current ratio of 0.65. The company has a 50-day simple moving average of $107.56 and a two-hundred day simple moving average of $104.22. The company has a market capitalization of $29.20 billion, a price-to-earnings ratio of 8.83, a PEG ratio of 0.44 and a beta of 1.25.

United Airlines (NASDAQ:UAL) last posted its quarterly earnings data on Tuesday, January 20th. The transportation company reported $3.10 EPS for the quarter, beating the consensus estimate of $2.97 by $0.13. United Airlines had a net margin of 5.68% and a return on equity of 25.13%. The firm had revenue of $15.40 billion during the quarter, compared to analyst estimates of $15.35 billion. During the same quarter last year, the business posted $3.26 EPS. The company’s revenue for the quarter was up 4.8% on a year-over-year basis. United Airlines has set its Q1 2026 guidance at 1.000-1.500 EPS and its FY 2026 guidance at 12.000-14.000 EPS. Research analysts anticipate that United Airlines will post 12.96 EPS for the current fiscal year.

Insider Buying and Selling

In other United Airlines news, President Brett J. Hart sold 19,000 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $106.45, for a total transaction of $2,022,550.00. Following the completion of the transaction, the president directly owned 264,638 shares of the company’s stock, valued at approximately $28,170,715.10. This represents a 6.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.63% of the company’s stock.

Institutional Trading of United Airlines

Several hedge funds have recently made changes to their positions in the company. Norges Bank bought a new position in shares of United Airlines during the 4th quarter worth $234,244,000. Holocene Advisors LP bought a new stake in United Airlines in the 2nd quarter valued at about $84,753,000. AQR Capital Management LLC lifted its holdings in United Airlines by 56.8% during the fourth quarter. AQR Capital Management LLC now owns 2,928,657 shares of the transportation company’s stock valued at $325,549,000 after purchasing an additional 1,060,371 shares during the last quarter. Lansdowne Partners UK LLP purchased a new stake in United Airlines during the second quarter valued at about $68,177,000. Finally, Capital World Investors boosted its position in United Airlines by 12.1% during the third quarter. Capital World Investors now owns 7,243,066 shares of the transportation company’s stock worth $698,977,000 after purchasing an additional 783,551 shares during the period. 69.69% of the stock is currently owned by institutional investors.

Trending Headlines about United Airlines

Here are the key news stories impacting United Airlines this week:

• Positive Sentiment: Q4 performance and guidance remain supportive — United’s recent quarterly results showed an EPS beat and management set FY‑2026 guidance (12.0–14.0 EPS) and Q1 guidance, which investors view as confirming durable earnings power. Unpacking Q4 earnings: United Airlines
• Positive Sentiment: Hub economics likely to improve — planned renovations at Washington Dulles are expected to strengthen United’s hub profitability and long‑term network advantages, a structural tailwind for margins. United Airlines Long-Term Hub Economics Improves InsiderMonkey: UAL hub economics
• Positive Sentiment: Analyst support persists — Bernstein reiterated a Buy on UAL, reinforcing investor confidence despite recent volatility. Bernstein reiterates buy rating on United Airlines
• Neutral Sentiment: UBS cut its price target (from $147 to $134) but kept a Buy — a downgrade in target trims upside but the maintained Buy reduces panic selling risk. Benzinga: UBS lowers price target on UAL
• Neutral Sentiment: Wells Fargo trimmed its target (from $145 to $130) but remains Overweight — similar to UBS, the cut signals caution on near‑term estimates while still signaling conviction in recovery. Benzinga: Wells Fargo lowers price target on UAL
• Neutral Sentiment: Long‑term tech/airframe bets remain uncertain — commentary on Boom/Ouverture highlights industry skepticism; it’s a speculative, long‑horizon factor that doesn’t drive near‑term revenue. Forbes: United CEO sets Boom Overture odds
• Negative Sentiment: Sector pressure from rising jet fuel — UBS and others cut earnings estimates for airlines as jet fuel costs spike, creating downside risk to near‑term margins and prompting target trims across the group. US airline stocks near potential bottom as UBS cuts estimates on rising fuel costs Airlines target cut on fuel costs

About United Airlines

United Airlines Holdings, Inc operates United Airlines, a major U.S. full-service passenger carrier providing scheduled air transportation for passengers and cargo. The company offers a comprehensive route network that covers domestic markets across the United States as well as extensive international service to Europe, Asia, Latin America, and the Pacific. United operates a mixed fleet of narrow- and wide-body aircraft on point-to-point and hub-and-spoke routes, and supports corporate and leisure travel through offerings such as premium cabins, basic economy, and ancillary services including baggage, seat selection and in-flight amenities.

In addition to passenger operations, United provides cargo services through United Cargo, handling freight, mail and specialized shipments.